Neo Ivy Capital Management’s Fulton Financial FULT Stock Holding History

Neo Ivy Capital Management’s Portfolio FULT Stock Details FULT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$13K	Sell	783 -19,257	-96%	-$270K	0.03%	234
2023 Q3	$243K	Buy	20,040 +16,806	+520%	+$220K	0.11%	218
2023 Q2	$39K	Buy	+3,234	New	+$39K	0.02%	258
2022 Q4	$697K	Buy	41,388 +36,216	+700%	+$635K	0.47%	91
2022 Q3	$82K	Sell	5,172 -823	-14%	-$13.3K	0.22%	160
2022 Q2	$86K	Sell	5,995 -16,423	-73%	-$254K	0.23%	161
2022 Q1	$372K	Buy	22,418 +19,746	+739%	+$353K	0.34%	113
2021 Q4	$45K	Buy	+2,672	New	+$44K	0.06%	297
2021 Q3	–	Sell	-28,546	Closed	-$450K	–	536
2021 Q2	$450K	Buy	28,546 +12,509	+78%	+$213K	0.45%	70
2021 Q1	$273K	Sell	16,037 -3,695	-19%	-$57.2K	0.3%	119
2020 Q4	$251K	Buy	+19,732	New	+$235K	0.28%	126
2020 Q2	–	Sell	-3,136	Closed	-$36K	–	506
2020 Q1	$36K	Buy	+3,136	New	+$48.1K	0.06%	338
2019 Q4	–	Sell	-417	Closed	-$7K	–	309
2019 Q3	$7K	Sell	417 -31,482	-99%	-$512K	﹤0.01%	262
2019 Q2	$522K	Buy	+31,899	New	+$525K	0.29%	153

Other funds holding FULT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Neo Ivy Capital Management's FULT Position: Q4 2023 in Review

Neo Ivy Capital Management reduced its Fulton Financial (FULT) stake by 96% in Q4 2023, selling an estimated $270K and leaving 783 shares worth $13K. The position accounts for 0.03% of the portfolio, ranked #234.

Neo Ivy Capital Management first reported a position in FULT in Q2 2019 and has held it in 14 quarters since. The position peaked at $697K in Q4 2022. 259 funds tracked by Wall St. Rank hold FULT as of Q4 2023.

Neo Ivy Capital Management held 783 shares of Fulton Financial worth $13K as of Q4 2023.
Neo Ivy Capital Management sold 19,257 Fulton Financial shares in Q4 2023, an estimated $270K.
Fulton Financial made up 0.03% of Neo Ivy Capital Management's portfolio in Q4 2023, its #234 holding.
Neo Ivy Capital Management first reported a position in Fulton Financial in Q2 2019 and has held it in 14 quarters since.
Neo Ivy Capital Management's Fulton Financial position peaked at $697K in Q4 2022.
259 funds tracked by Wall St. Rank held Fulton Financial as of Q4 2023.

Based on Neo Ivy Capital Management's 13F filing for Q4 2023, filed 26 Feb 2024.